WealthShield Partners’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
7,780
-3,027
| -28% | -$104K | 0.03% | 291 |
|
|
2025
Q1 | $350K | Buy |
10,807
+2,983
| +38% | +$96.6K | 0.04% | 250 |
|
|
2024
Q4 | $260K | Buy |
7,824
+76
| +1% | +$2.53K | 0.04% | 258 |
|
|
2024
Q3 | $252K | Hold |
7,748
| – | – | 0.03% | 263 |
|
|
2024
Q2 | $245K | Hold |
7,748
| – | – | 0.04% | 255 |
|
|
2024
Q1 | $239K | Buy |
+7,748
| New | +$239K | 0.04% | 253 |
|